成渝地区双城经济圈国土空间规划获批复 ——政策双周报（2025 年第 9 期） 许冬石：中国银河证券宏观分析师、新发展研究院学术委员会执行负责人 路自愿：中国银河证券新发展研究院区域经济研究员 www.chinastock.com.cn 证券研究报告 请务必阅读正文最后的中国银河证券股份有限公司免责声明。 政策双周报（2025 年第 9 期） 成渝地区双城经济圈国土空间规划获批复 ——政策双周报（2025 年第 9 期） 2025 年 11 月 24 日 分析师 许冬石 ：010-8357-4134 ：xudongshi_yj @chinastock.com.cn 分析师登记编码：S0130515030003 路自愿 ：136-7105-7587 ：luziyuan_yj@chinastock.com.cn 分析师登记编码：S0130525070001 风险提示 ⚫ 11 月上半月，提示重点关注成渝地区双城经济圈国土空间规划获得批复 ：作 为主体功 能区 战略落 实的关 键手段， 国土 空间规 划综合 考虑各地 资源 环境承 载力和比较优势，是各地开展各类活动的依据。《规划》提出成渝要打造全国 高质量发展的新 ...

关志鸥：国土是生态文明建设的空间载体。我们将按照人口资源环境相均衡、经济社会生态效益相统一 的原则，推动国土空间发展格局优化。 在完善政策机制上下功夫，强化主体功能区战略实施。发挥各地比较优势，引导错位发展，实现各就其 位、各展其长。保持城市化地区、农产品主产区、重点生态功能区格局总体稳定，综合经济社会发展和 国家战略需要，对个别地区主体功能定位进行适当优化。细化明确边境地区、能源资源富集区、历史文 化资源富集区、海洋空间重点优化区等特殊功能区，完善支持性政策，指导地方建立健全考核评价机 制。 在动态评估优化上下功夫，完善国土空间规划体系。主动与相关部门提前对接，将各类专项规划部署的 重大项目纳入自然资源管理和国土空间规划"一张图"，统筹协调重大项目空间布局。开展国土空间规划 评估优化，统筹农用地布局、自然保护地整合优化等，进一步优化国土空间规划。完善持续推进城市更 新的规划土地政策和标准体系，更好支撑现代化人民城市建设。稳步开展全域土地综合整治，助力乡村 全面振兴。 习近平总书记强调，"建设美丽中国是全面建设社会主义现代化国家的重要目标""要站在人与自然和谐 共生的高度谋划发展"。 自然资源是高质量发展的物 ...

Core Points - The meeting emphasized the need for controlled construction of community service facilities, focusing on actual demand and scientific assessment of scale [1] - There is a push to adapt to new trends in consumer markets by planning community commercial facilities, encouraging the development of commercial complexes to meet community consumption needs [1] - The meeting highlighted the importance of integrated development around high-speed railway stations, promoting retail, accommodation, and dining sectors to enhance urban integration [1] - The meeting addressed the significance of funeral services as a basic public service, advocating for a unified approach in planning funeral facilities across the city [1] - There is a call for reform in the funeral sector, including the regulation of illegal burial sites and the promotion of environmentally friendly burial methods to meet diverse public needs [1] Summary by Categories Community Services - The meeting stressed the importance of managing community service facility construction based on actual needs and scientific evaluations [1] - It encouraged the development of commercial complexes to enhance community consumption experiences [1] Urban Development - The meeting called for robust development around high-speed railway stations, focusing on integrating commercial retail and hospitality services [1] Funeral Services - The meeting recognized funeral services as a critical public service and emphasized a coordinated approach in planning across the city [1] - It advocated for reforms in the funeral sector, including the regulation of illegal burials and the promotion of green burial practices to cater to diverse community needs [1]

Core Viewpoint - The Tianjin municipal government is focusing on high-quality development and ecological civilization construction during the "14th Five-Year Plan" period, emphasizing the integration of ecological protection and economic growth [3][10]. Group 1: Planning and Resource Management - The city has established a comprehensive land space planning system, with the overall land space plan approved by the State Council and 10 agricultural area plans approved by the municipal government [4]. - The city has implemented a "multi-planning integration" reform, enhancing the guidance and constraints of the overall land space plan on specialized plans [4]. - Over the past five years, the city has approved over 1,500 village plans and established a layered control system for detailed planning around the "Tianjin City" core area [4]. Group 2: Resource Support and Economic Development - The city has approved 906 construction land projects covering 5,714 hectares and 239 marine projects covering 7,115.54 hectares since the beginning of the "14th Five-Year Plan" [5]. - The marine economy has seen an average annual growth of 6.7%, with its total output accounting for over 31% of the city's GDP [5]. - The city has successfully hosted 17 sessions of the China International Mining Conference, enhancing international cooperation [5]. Group 3: Ecological Protection and Restoration - The city has implemented a national land greening action, achieving a blue-green space ratio of 66.4% in the first-level control area [8]. - The city has completed the integration and optimization of natural protected areas, with several wetlands recognized as nationally important [8]. - The natural shoreline has increased by 2.8 kilometers during the "14th Five-Year Plan" period, reaching a total of 21.4 kilometers [8]. Group 4: Resource Utilization and Efficiency - The city has reduced the area of newly approved construction land by 46.98% during the "14th Five-Year Plan" period, with a 15.99% decrease in construction land use per unit of GDP [7]. - The city has implemented policies for land reuse and conversion, leading to significant projects in various districts [7]. - The city has achieved a 52.9% year-on-year decrease in the area of cultivated land occupied by approved construction projects [6]. Group 5: Natural Resource Asset System - The city has improved the natural resource asset property rights system and is exploring the realization of collective ownership of natural resources [9]. - The city has completed comprehensive surveys of land use and water resources, enhancing the understanding of natural resource distribution [9]. - Tianjin has become the first city in the country to complete the property rights registration of uninhabited islands [9].

Core Points - Harbin City is implementing the strictest farmland protection system, emphasizing the importance of agricultural land preservation and historical cultural heritage [1][4] - The city has established a comprehensive planning system that integrates land use and spatial development, enhancing governance capabilities [3][4] - Significant progress has been made in farmland stability and ecological restoration, exceeding national targets for farmland preservation [4][6] Group 1: Farmland Protection - Harbin has maintained over 35.74 million acres of farmland and over 27.85 million acres of permanent basic farmland, surpassing national targets [4] - The city enforces strict land use controls and compensatory measures for farmland conversion, ensuring a balance between land use and preservation [4] Group 2: Urban Planning and Development - The city has developed a "three lines" control system and a unified "three categories" planning framework, enhancing spatial governance [3] - Harbin has approved city and county-level land use plans and is advancing village planning based on needs [3] Group 3: Ecological Restoration - The city has completed the restoration of 226 historical mining sites and established 19 provincial-level green mines [4] - A comprehensive greenway system has been developed, including 112 kilometers of waterfront recreational pathways benefiting 3.5 million residents [4] Group 4: Infrastructure and Public Services - The city is enhancing public facilities in preparation for the 9th Asian Winter Games, including new roads and public amenities [5][6] - A systematic approach to tourism infrastructure has been implemented, improving urban capacity and citizen satisfaction [6] Group 5: Cultural Heritage Protection - Harbin is actively constructing a cultural heritage protection planning system, including the preservation of historical districts and streets [6] - Digital platforms for cultural heritage management have been developed, promoting the revitalization of historical buildings [6]

Core Points - The "Guangzhou Land Space Planning Regulations" will be implemented on December 1, 2025, marking the first local legislation for land space planning in a super-large city in China [1] Group 1: Comprehensive Planning - The regulations emphasize systematic, coordinated, and integrated spatial planning, establishing a comprehensive management approach for planning formulation, implementation, supervision, governance, and land space development and protection [2] - The regulations categorize land space planning into three types: overall planning, detailed planning, and special planning, and legally formalize the control lines for industrial zones to ensure rational industrial layout and strict management of zone exits [2] Group 2: Resource Protection and Utilization - The regulations implement a "from mountain top to ocean" approach for comprehensive protection and utilization of all elements, establishing rules for the protection and management of various natural resources and special spaces [3] - An ecological restoration mechanism for land space will be established to promote overall protection, systematic restoration, and comprehensive governance of ecological elements [3] Group 3: Transportation and Infrastructure - The regulations mandate a comprehensive traffic survey every five years to understand citizen travel characteristics and urban traffic conditions, providing reliable data for traffic planning and management [3] - The regulations aim to improve project construction efficiency by requiring coordination with stakeholders and minimizing changes to project plans, thereby reducing time costs and enhancing the business environment [4] Group 4: Housing and Public Welfare - The regulations focus on improving living conditions by addressing the renovation of dilapidated housing through various methods, including repair, reconstruction, and compensation [5] - The regulations introduce measures to ensure public participation in planning processes, safeguarding citizens' rights to information, objections, and compensation [5][6] Group 5: Archive Management and Public Access - The regulations establish a classified management system for planning archives, allowing individuals and organizations to access planning results and information [6]

Core Viewpoint - The Jilin Provincial People's Congress Standing Committee has implemented a decision to optimize the spatial development and protection framework in Jilin Province, aiming to support high-quality development and achieve breakthroughs in comprehensive revitalization [1][3]. Group 1: Agricultural and Ecological Aspects - The decision emphasizes the strategic importance of the "black soil granary," focusing on the protection of black soil, the construction of high-standard farmland, and the improvement of saline-alkali land to ensure food security [3][4]. - It highlights ecological protection efforts in key areas such as the eastern forests, western windbreaks, and important ecological regions like Changbai Mountain and Chagan Lake, aiming to strengthen the ecological security barrier in northern China [3][4]. Group 2: Urban and Cultural Development - The decision underscores the role of the Harbin-Changchun urban agglomeration and the Changchun modern metropolitan area in promoting urban development, emphasizing intensive, sustainable growth and urban renewal [4]. - It also focuses on cultural preservation by promoting historical and cultural resources, such as Fuyu and Goguryeo, as well as the Northeast Anti-Japanese United Army, to enhance regional cultural identity [4]. Group 3: Border Security and Governance - A specific spatial strategy for border security is outlined, which includes initiatives for border prosperity and stability, reflecting a comprehensive approach to development and security [4][5]. - The decision establishes a framework for a "four-level, three-type" spatial planning system to support high-quality development, ensuring strict adherence to approved land use plans and regulatory compliance [5].

Core Insights - Ningbo City has officially approved three town-level land spatial plans for the period 2021-2035, which include the Cixi City Central Urban Area, Marine Coastal Area, and the Northern Area of Ningbo Qianwan New District [1][5]. Group 1: Cixi City Central Urban Area Plan - The plan covers an area of approximately 220 square kilometers, including five streets and two towns, aiming to support Cixi's transition from a county economy to an urban economy [1]. - The spatial structure is designed around "one core, axis and corridor dynamics, six area enhancements, and dual parks integration" [1][2]. - The "one core" focuses on a city service core that integrates work, life, and leisure, centered around the New City River and New City Avenue [1]. - The "six area enhancements" include distinct urban areas that support each other while maintaining unique characteristics [2]. Group 2: Marine Coastal Area Plan - This plan encompasses approximately 80.23 square kilometers, focusing on modern agricultural development and optimizing coastal line utilization [3]. - The spatial development framework consists of "one core, two axes, and two areas" [3][4]. - The "one core" is a modern agricultural innovation hub that integrates agricultural services and cultural displays [4]. Group 3: Ningbo Qianwan New District Northern Area Plan - The plan outlines a spatial structure characterized by "two belts, two axes, two corridors, two centers, two points, and five zones" [5][6]. - The "two belts" include an urban-rural integration service belt and a scenic leisure display belt [6]. - The "five zones" consist of urban service, industrial aggregation, ecological leisure, modern agriculture, and the area of Andong Town [10].

Core Viewpoint - The report highlights the achievements and strategies of Henan Province in natural resource protection and utilization during the "14th Five-Year Plan" period, emphasizing the balance between ecological preservation and economic development [1] Group 1: Agricultural Land Protection - The province has implemented the strictest farmland protection policies, significantly reducing illegal occupation of farmland from 6.72% to 0.76% [2] - A total of 1.93 million acres of farmland have been stabilized, maintaining the total farmland area at over 11 million acres [2] Group 2: Economic Development Support - Henan Province has established a comprehensive land spatial planning system, facilitating the approval and implementation of various land use projects [3] - The province has supplied 2.47 million acres of state-owned construction land and 0.26 million acres of temporary land for major projects [3] - A total of 2.06 million acres of land have been revitalized through efficient land use policies [3] Group 3: Mineral Resource Development - The province has exceeded its targets for discovering strategic mineral resources, with 31 new mineral sites identified and a mining rights transaction value of 29.7 billion yuan [4] - Henan has been recognized as one of the top five provinces in China for mineral resource development and utilization [4] Group 4: Ecological Protection Initiatives - The province has implemented a systematic approach to ecological protection, restoring 1.8 million acres of land and establishing regulations for open-pit mining ecological restoration [5] - A total of 6.59 million acres of afforestation and 10.05 million acres of forest maintenance have been completed [5] Group 5: Land Rights and Disaster Management - A unified land rights registration policy has been established, with significant progress in collective land rights registration, covering 1.36 million parcels [6] - The province has conducted comprehensive geological disaster surveys, ensuring safety for 16,500 residents in high-risk areas [6]

Core Insights - The Ministry of Natural Resources has approved the "Guidelines for Optimizing Urban Stock Space Activation," marking a shift towards utilizing existing land rather than large-scale construction as China enters the "stock era" of urban development [1][3] - The guidelines provide a technical standard focused on stock activation, outlining principles and specific technical guidance for local governments to address challenges in stock governance [1][3] - The guidelines emphasize a layered and dynamic approach to land planning, allowing for flexibility and adjustments based on actual conditions, thereby enhancing operational elasticity in urban stock space activation [1][3] Policy and Economic Impact - Future policies are expected to include measures related to land use conversion, mixed-use development, flexible lease terms, and financial support to reduce the difficulty and cost of activating stock space [2] - There is significant economic value in underutilized industrial land, vacant commercial properties, and old residential areas, which can be transformed into effective investments and growth points for the economy [2] - In 2024, over 60,000 urban renewal projects are anticipated to be implemented, with an estimated investment of approximately 2.9 trillion yuan, stimulating growth in related industries such as building materials and smart devices [2] Environmental and Technological Focus - Stock activation promotes the renovation of existing buildings, which is a key strategy for carbon reduction by avoiding emissions associated with new construction [3] - The application of energy-efficient and low-carbon technologies, as well as smart city solutions, will enhance the efficiency and precision of stock space activation [3] - The release of the guidelines signifies a strong national push towards urban transformation in the stock era, addressing issues like land resource constraints and inefficient spatial structures [3][4] Challenges and Future Outlook - Despite challenges related to property rights, funding, planning, and social factors, the optimization of urban stock space is expected to yield significant economic, social, cultural, and ecological benefits [4] - The initiative is seen as a long-term strategy that will integrate various aspects of urban development, acting as a catalyst for future growth [4]